- BMO Financial Group (Los Angeles, CA)
- We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the LA market. The ideal ... customers, COIs, and key stakeholders. The RM will be responsible to drive new client acquisition and growth in market share in this middle market segment across all… more
- Columbia Bank (Santa Rosa, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... strategies consistent with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service . + Other… more
- Cushman & Wakefield (Costa Mesa, CA)
- …core member of the regional leadership team, accountable for leading and collaborating with service line peers in the pursuit of client solutions. This position ... **Job Title** Senior Director **Job Description Summary** **Job Description** The... Director will provide leadership to the project management service line for the designated, regional portfolio, including financial… more
- RxBenefits (Los Angeles, CA)
- In this multi-disciplinary, cross functional role, the Senior Manager, Pharmacy Pricing will report to the Director, Pharmacy Pricing & Analytics. The Senior ... Pricing is a leader and key contributor to the financial reporting, and client retention process. This role is responsible for leading the team that executes,… more
- Compass Family Services (San Francisco, CA)
- …about helping homeless and at-risk families? Compass Family Services is seeking a Senior Director of Support Service Programs to guide program teams and ... hybrid or remote). Organizational Core Competencies: Accountable I Adaptable I Client -centered I Collaborative I Committed to Diversity, Equity, Inclusion, and… more
- City National Bank (West Hollywood, CA)
- …territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal ... tandem with an assigned SFA to provide sales and client and colleague service support coverage. The...account regularly to ensure that investments meet the client 's investment objective and the executed Investment Policy Statement.… more
- PNC (San Francisco, CA)
- …an opportunity to contribute to the company's success. As a Managing Director, Senior Relationship Manager within PNC's Corporate Banking organization, you will be a ... of ways to create value for PNC and the client . Specialty Industry teams augment PNC's core local coverage...and may mentor others. + Manages effective network of senior internal and external relationships, such as community and… more
- City National Bank (Encino, CA)
- …to work directly with clients on a daily basis in handling all areas of client service , operational tasks, and sales consultation. Expert in all aspects of ... providing exemplary client service and assisting clients with any...in delivering all components related to new accounts, including account maintenance, service requests, and risk management.… more
- Ankura (CA)
- …regarding market trends, service offerings, and staffing changes. + Client service activities (administration and project execution) + Effectively ... executive who will work with team members in developing and executing on key account plans, nurturing executive level client relationships of the most strategic… more
- Bank of America (Los Angeles, CA)
- …and coordination of team assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the Merrill Lynch ... Senior Business Manager Los Angeles, California **To proceed...junior team members as needed + Oversee execution of client service strategy and client … more